Craig Peterman, financial advisor Middleton WI

Craig Peterman

CRD Number: 4377222
Current Firm: Prism Wealth Management

Craig Peterman (CRD# 4377222) is an Investment Advisor Representative working at Prism Wealth Management in Middleton, WI and has over 21 years of experience in the finance industry. Craig Peterman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Prism Wealth Management Middleton, WI Jan 2016 - Current 6
Nakoma Capital Management Madison, WI Apr 2013 - Dec 2015 2
Morgan Stanley Smith Barney Milwaukee, WI Jun 2009 - Apr 2013 3
Citigroup Global Markets Inc. Milwaukee, WI Jan 2005 - Apr 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Craig E. Peterman
Phone Number: 608-841-1598
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $143,788
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

IL, WI

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